Michael Sommers, financial advisor Berlin OH

Michael Sommers

CRD Number: 1958083
Current Firm: On Investment Management Co

Michael Sommers (CRD# 1958083) is an Investment Advisor Representative working at On Investment Management Co in Berlin, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Hummel Insurance Agency Berlin, OH Jul 1987 - Current 36
The O.n. Equity Sales Company Cincinnati, OH Jul 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Michael D. Sommers
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,195
    MILLIONS
  • Total Number of Accounts
    15,930
    ACCOUNTS
  • Average Account Value
    $137,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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